-36.8%
CCI vs LPLA
+88.0%
-124.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.3% |
| 7D | -3.4% | -3.2% | -0.2% | -3.3% |
| 30D | +9.9% | -8.6% | +18.6% | +10.0% |
| 3M | +22.7% | -18.7% | +41.4% | +22.8% |
| 6M | +0.8% | +4.5% | -3.7% | +0.8% |
| YTD | +4.1% | -15.3% | +19.5% | +4.3% |
| 1Y | -0.6% | -19.9% | +19.3% | -0.4% |
| 3Y | +9.4% | +33.4% | -24.0% | +8.2% |
| 5Y | -36.8% | +87.4% | -124.2% | -40.0% |
| All | -36.8% | +88.0% | -124.8% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling